Poet Technologies Inc (POET)

[mackwheaton]

Timing doesn’t surprise me for production in 2H24, the lack of details on $$$ is the missing piece. This is a huge market and a key component.

But, these things stood out, 1) there is a purchase order, probably for initial set of samples? 2) per the video, Kankipati refers to customers, so, more than just Celestial, 3) a busy day of content today. Let’s see what comes!

So far, maybe more details today, it might be a wake up within the AI hardware community, but it was known to be coming by them. Investors could look at this as an early entry opportunity into the AI space via a publicly held company, one of very few with commercially available product. The sub $150 million market cap is absurd.